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Dec 17, 20242 min read
Bond Market Insights - Tues, 17 Dec 2024
Markets remained data- and event-driven ahead of a busy macro week, highlighted by the FOMC decision. US Services PMI strength suggests...
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Oct 15, 20242 min read
Bond Market Insights - Tues, 15 Oct 2024
China’s economy faces mounting difficulties in 2024 as both consumer and producer price indices indicate deflation risks and sluggish...
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Oct 11, 20241 min read
Bond Market Insights - 11 Oct 2024
US Treasuries initially had a front-end led rally on a jump in jobless claims. This faded in the afternoon following hawkish comments...
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Oct 10, 20242 min read
Bond Market Insights - Thurs 10 Oct 2024
New York saw UST yields take another leg higher on Wednesday as the market struggled with supply and a continued rally in equities. amid...
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Oct 8, 20242 min read
Bond Market Insights - Tuesday, 08 Oct 2024
The post-Non-Farm Payrolls rout continued on Monday with 2yr and 10yr yields jumping above 4.0% for the first time since August. The...
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Oct 7, 20242 min read
Bond Market Insights - Mon, 07 Oct 2024
An eventful week ended with front-end leading as yields surged after a blowout Sep jobs report. Non-Farm Payrolls jumped 254,000 vs...
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Jun 27, 20242 min read
Bond Market Insights - Thurs 26 June 2024
Fed speakers have admitted that in essence they don’t have much control over any of the variables that determine whether or not economic...
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Apr 15, 20242 min read
Bond Market Insights: 15 Apr 2024
S&P -1.2% / S&P -1.5% / CCMP -1.6% / US10yr -6.5pts 4.52 / CRUDE +0.8% $85.66 / GOLD -1.2% $2,344 / VIX +16% $17.30. US Treasuries were...
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Apr 12, 20242 min read
Bond Market Insights - Friday, 12 Apr 2024
DJIA unchanged / S&P +0.7% / CCMP +1.7% / US10YR +4bps 4.59% / CRUDE +0.6% $85.50 / GOLD +1.6% $2,373 / VIX -5.6% $14.90. ECB rates on...
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Apr 8, 20241 min read
Bond Market Insights - Mon, 08 Apr 2024
Non-Farm payrolls showed that 303k jobs were added, well above the 214k estimate; the unemployment rate dipped to 3.8% while wage growth...
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Mar 25, 20242 min read
Bond Market Insights - Mon, 25 Mar 2024
Last week closed with a rally, UST’s being helped by strong UK Gilts and German Bunds. The market stabilized with 2yrs inside 4.60%. Swap...
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Feb 28, 20242 min read
Bond Market Insights - Wed, 28 Feb 2024
DJIA -0.3% / S&P +0.2% / CCMP+0.4% / CRUDE +1.2% $78.50 / GOLD -0.1% $2,030 / VIX -2.3% $13.4. Apple abandon’s EV dreams after 10yr...
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